FORA Capital’s Equifax EFX Stock Holding History

FORA Capital’s Portfolio EFX Stock Details EFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.93M	Buy	43,664 +23,924	+121%	+$4.08M	0.48%	73
2026 Q1	$3.55M	Buy	+19,740	New	+$3.92M	0.26%	110
2025 Q4	–	Sell	-2,264	Closed	-$581K	–	494
2025 Q3	$581K	Sell	2,264 -590	-21%	-$148K	0.1%	252
2025 Q2	$740K	Buy	+2,854	New	+$726K	0.08%	265
2024 Q3	–	Sell	-17,133	Closed	-$4.15M	–	476
2024 Q2	$4.15M	Buy	+17,133	New	+$4.09M	0.51%	65
2023 Q3	–	Sell	-4,895	Closed	-$1.15M	–	497
2023 Q2	$1.15M	Sell	4,895 -2,928	-37%	-$616K	0.16%	144
2023 Q1	$1.59M	Buy	+7,823	New	+$1.63M	0.16%	183
2022 Q4	–	Sell	-9,022	Closed	-$1.55M	–	521
2022 Q3	$1.55M	Buy	9,022 +1,362	+18%	+$267K	0.3%	102
2022 Q2	$1.4M	Buy	+7,660	New	+$1.53M	0.28%	114
2021 Q3	–	Sell	-290	Closed	-$69K	–	500
2021 Q2	$69K	Sell	290 -1,705	-85%	-$381K	0.01%	665
2021 Q1	$361K	Buy	+1,995	New	+$352K	0.12%	200
2020 Q3	–	Sell	-4,776	Closed	-$821K	–	732
2020 Q2	$821K	Buy	+4,776	New	+$708K	0.28%	87
2020 Q1	–	Sell	-488	Closed	-$68K	–	1109
2019 Q4	$68K	Buy	+488	New	+$67.6K	0.01%	839

Other funds holding EFX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

FORA Capital's EFX Position: Q2 2026 in Review

FORA Capital increased its Equifax (EFX) stake by 121% in Q2 2026, buying an estimated $4.08M and bringing the position to 43,664 shares worth $6.93M. The position accounts for 0.48% of the portfolio, ranked #73.

FORA Capital first reported a position in EFX in Q4 2019 and has held it in 13 quarters since. 835 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

FORA Capital held 43,664 shares of Equifax worth $6.93M as of Q2 2026.
FORA Capital bought 23,924 Equifax shares in Q2 2026, an estimated $4.08M.
Equifax made up 0.48% of FORA Capital's portfolio in Q2 2026, its #73 holding.
FORA Capital first reported a position in Equifax in Q4 2019 and has held it in 13 quarters since.
835 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.